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Once contacts are enrolled, the Sequences page becomes your daily work queue. Open a sequence and each step appears as a card with live counts - your job is to clear the due contacts on the manual steps and let auto email handle itself.
Key things to know
  • Each step card shows X due • Y scheduled • Z completed so you always know where the work is.
  • Manual SMS and email go out through Review & Send, with the step’s template pre-selected.
  • Auto email steps send themselves - allow up to about 10 minutes after a contact goes due. An email with an empty merge field or a missing attachment is held for Review & Send instead.
  • Sending a step (or marking a call done) automatically schedules the contact’s next step.

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Reading a step card

  • Due contacts have finished their wait and are ready to work now.
  • Scheduled contacts are still in their wait period. The Scheduled list shows each contact’s countdown, and you can Remove a contact from the queue before they go due.
  • Completed counts contacts who already finished this step.
  • Each card also links to its content: View template for SMS and email steps, or View script for call tasks.

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Work a manual SMS or email step

1

Select due contacts

Check the contacts you want to send to, or use the select-all checkbox. With nothing selected, Review & Send takes all due contacts.
2

Open Review & Send

Click Review & Send. The familiar bulk send screen opens as Review & Send Sequence SMS (or Emails), with the step’s template applied to every contact.
3

Review each message

Check each row, edit individual messages if needed, and click a property address to open its full card with current pricing and comps before you commit.
4

Send

Sending completes the step for each contact and schedules their next step automatically.

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Auto email steps

Auto email steps show “Auto-email step. Due emails are handled automatically.” Complete emails send on their own, usually within about 10 minutes, and the page refreshes itself so contacts move into Completed (or the next step) without a manual reload. An email is held, and stays in the due list, when a merge field would come out empty (for example, no company name in Buyer Identity) or a file the step should attach is not available (for example, Attach Proof of Funds is on but no Proof of Funds is uploaded, the file was deleted, or it is over the attachment limit). The step says how many emails were held back, each contact shows the reason, and Review & Send (N) opens just those emails. In that review, the saved message, list-price discount, signature, proof of funds, and attachments are already filled in. If a file will not load, Try again after you restore it, or click Exclude unavailable files and review and attach a replacement before sending. Messages with different saved templates or send settings cannot be reviewed together. Select ones that match, or review one at a time. Two listing agents enrolled on the same property both appear as their own rows. Sending one does not complete the other.

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Call task steps

Each due call shows the contact’s name, phone number, and property, plus the step’s Call script when one was written. Place the call yourself, then click Mark Done to complete the step. Use Remove to take a contact out of the sequence instead.

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Where contacts end up

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Common questions

They most likely replied or got a manual touch from you about the same property - either one stops the enrollment and moves them to Moved out. Replies carry a Replied badge.
Auto email runs on a short cycle - allow up to about 10 minutes after the contact goes due. The page refreshes on its own as sends complete. If the contact shows a reason in amber, the email was held. Use Review & Send to fill the missing value or attachment, then send it yourself.
Scheduled contacts are still waiting out the step’s delay; due contacts have finished waiting and are ready now. Scheduled contacts move to due automatically when their countdown ends.
Yes. Use Remove next to the contact in the due or Scheduled list. You’ll be asked to confirm, and the contact’s remaining steps are cancelled.
For manual steps, yes - every message is editable per contact inside Review & Send. Auto email sends the step’s template as configured. A held auto email opens in Review & Send with that saved message, so you can fix it before it goes out. To change the step for future contacts, duplicate and edit the sequence.
Yes - manual sends go through the same Review & Send flow as the rest of your outreach, so operating hours and daily limits apply.